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yes! i just thought i can write off my August 16$ calls but it looks like i can sell them today for a profit :D.
WEEEEE go MRVL! :):)
MRVL + 10% in AH trading on 500 Million Share repurchasing programm! :D
WEEEEEEEEEEEEEEEEEEEE
16.40 +1.49 (9.99%)
http://www.google.com/finance?q=NASDAQ:MRVL
MRVL yeeeeeeeey :D
14.91 -0.07 (-0.50%)
After Hours: 16.29 +1.38 (9.26%)
Marvell Technology Group Announces $500 Million Share Repurchase Plan
http://www.google.com/finance?q=NASDAQ:MRVL
ok little bit party haha
lol that explains everything.
no party for me, i slept over today.
too much party yesterday :). lol
omg
VXX going to highs :/
http://www.google.com/finance?q=NYSE:VXX
ok, bought 3 JAZZ September 10$ calls. i belive the panel will be positive for the company. hope im not to early. they maybe go down tomorrow aswell...gl
this is gonna be quiet a hard one to get there. i was too much party yesterday. see you somewhen later. i slept over today. sighs* :/
JAZZ. if this stock dissapoint me this time i stop trading. me!!
like i sad tomorrow gap down :):). buy in and have a good monday
08.23.010 ill buy in with my 5k into jazz tomorrow.
gl sf
nothing else for me atm. oh lord.
orions!
psst...
LFT beats by 0.01> LFT
i need a book mark :( have only three. sighs*
thanks sir on JAZZ 10.85$
are you going to scalp some with me? plz. it would be an honor for me. :):)
10.61 +0.36 (3.51%)
After Hours: 10.83 +0.22 (2.07%)
seems to be tru, it is true. this week bulls party.
good night
LFT 36.75$ awsome comapany! target 44$ :)
they provide Financial technologie to customers in china.
but be aware, they are bear riding. use the downs to buy.
gl
still shows the same bookmarks. :)
i guess you already got me! lol
i need a bookmark. one got lost :(. i have you aswell. will post my entry to jazz tomorrow. but you already know...
gl
sf
Augustafriends. im looking for 10.30$ for JAZZ DJI gonna go down at the opening thursday IMO. so i will buy in at that price. if not ima get what is it.
btw i like augustus! :):)
edit: price surges in AH :D lol
JAZZ 10.61$ daily. that black candle looks scary.
but someone bought up everything at 10.61$
i like that, its crazy but i think its cool.
i give my 5000$ in it. for the take of it.
JAZZ never disapointed me yet. i belive in it. lol
good looks
sf
what u think about JAZZ sir?
greetz
Target 12.50$ AH or Market time.
JAZZ 10.65$ im looking for 10.25$. THE FDA pannel on 08.20.2010 will be good IMO, they gonna let it go. :):)
i have been fallowing this stock since one year now, it did never dissapoint me. good looks. will post my entry tomorrow. gl!
not punching bricks but i like it and i belive in it.
greetz from europe
sf
nice.
PPBL looks good for a bounce :)
check out JAZZ 10.65$ ( ill give it that shoot on 10.25$)
DEAR 1.65$ last time they anounced bad news i went away. not this time!
good luck!
whats good hammer.
DEAR 1.65$ Bookvalue 3.90$ so was up with that?
any chance for giving a time frame for that target? :)
greetz
AMAT BEAT STREET today. tomorrow MRVL but they are underperforming badly. so do not put much in it just to have a quick scalp. semiconductors are late for a bounce... good luck!
check out JAZZ!
POSC 0.084$ needs some help to breakout. eventually buyout news will come.
POSC 0.084$ needs some help to breakout. eventually buyout news will come.
MRVL 14.68$ Thursday AH Earnings Release. any one thinik they will beat expectations?
it would be awsome if he is right on this take. that would be goo deal for biomed. i asume you have shares in here? me, i took a initial position so far. lets see...
its delayed because we have free accounts...
Deutsche Bank Starts Dendreon (DNDN) at Buy, $44 Price Target
August 16, 2010 8:24 AM EDT
Deutsche Bank initiates coverage on Dendreon Corporation (Nasdaq: DNDN) with a Buy rating and $44 price target.
The firm says, "We have used conservative assumptions for peak sales Ex-US ($1.3B) because we believe the high price point of Provenge could limit uptake."
Deutsche also believes Provenge will not need additional trials citing:
Our analysis of EU regulatory documents
Discussions with consultants on how the EU views this class of drugs
Read-across from what the EU has said recently to other companies designing trials for cancer immunotherapies.
To see all the analyst action on shares of DNDN, visit our Analyst Ratings page.
Dendreon Corporation, a biotechnology company, engages in the discovery, development, and commercialization of therapeutics to enhance cancer treatment options for patients.
http://www.streetinsider.com/New+Coverage/Deutsche+Bank+Starts+Dendreon+(DNDN)+at+Buy,+$44+Price+Target/5897665.html
i have been watching this stock since last year. i just goes up and up. lol
ARYX 0.57$ + 24% has anyone an idea whats up there?
YRCW 0.33$ looking good again. aswell overall transportation sector :):).
just hope they dont release any news about a reverse split. :/
MRVL 15.45$ going to highs. yeeeeey, earnings will be on 16 August.
TIVO 9.15$ +5% hope we can close aboove 9$ today and stay above it.
MRVL 15.19$ :):) outperforming ahead of earnings. my winner lol.
looking for the same. hopefully we can get some nice bounce from there.
MRVL 15.45$ outperforming the Market ahead of earnings. :):)
ups i meant MRVL. looks good so far
MVRL 15.25$ AH 15.50$
yeey
FBR Capital Maintains an 'Outperform' on Marvell Technology (MRVL); Lowering Estimates (Slightly) Given HDD Choppiness
http://www.streetinsider.com/Analyst+Comments/FBR+Capital+Maintains+an+Outperform+on+Marvell+Technology+(MRVL)%3B+Lowering+Estimates+(Slightly)+Given+HDD+Choppiness/5856768.html
Pozen’s PA Offers Big Potential
By: Jason Napodano, CFA
August 04, 2010 | Comments: 0
Recommended this article (2)
POZN
Print Share
With the approval of pain drug Vimovo in late April 2010, Pozen (POZN - Analyst Report) now has two approved products on the market. AstraZeneca, Pozen’s commercial partner on Vimovo, should be in position to launch the drug later in the third quarter 2010.
Pozen’s first commercial product, Treximet, for migraines, posted sales of roughly $24 million in the second quarter at partner GlaxoSmithKline. This resulted in a royalty payment from Glaxo to Pozen of approximately $4.1 million. Both products were developed in-house using Pozen’s proprietary technology.
But Pozen isn’t done yet. The company is currently in phase III trials with its next commercial candidate, PA. PA is a “safer aspirin” that incorporates an immediate-release formulation of omeprazole for gastro-protection surrounding a pH sensitive aspirin. The opportunity with PA is significant, in our view.
Over 50 million Americans use aspirin daily for cardiovascular disease prevention. In 1988, the U.S. FDA approved the use of aspirin for the prevention of recurrent myocardial infarction (MI). Since that time, data reported in The Lancet from the ISIS-2 (2nd International Study of Infract Survival of MI) demonstrates that daily use of high-dose aspirin reduces the potential for vascular mortality by 23% (p<0.00001) vs. placebo in the first five weeks following a heart attack. Long-term follow-up data suggest the benefit of daily aspirin use persists in the prevention of recurrent MI as long as 10 years post event.
However, despite these impressive statistics, daily aspirin therapy isn’t being used to the fullest potential given the risk of harmful gastrointestinal (GI) effects of high-dose aspirin, including GI bleeding and gastric ulcers. In fact, 20% of the people who take daily aspirin therapy are at high risk for serious GI complications. Roughly 25% discontinue therapy due to these GI side effects.
Both the American Heart Association (AHA) and the American College of Cardiology (ACC) recommend gastro-protective therapy in patients who take daily aspirin. However, only 50% of the patients comply. That means potentially 50% of patients that are at risk for developing GI-related complications due to aspirin therapy (ulcers / bleedings) are not taking a gastro-protective.
Instead of taking a standard dose (325mg) of aspirin, patients and physicians are migrating down to less-effective doses at 81mg. In fact, the AHA and ACC recommend daily aspirin use at 75mg to 162mg per day, about one-fourth to one-half of the standard dose. These guidelines were put into place to reduce the potential for GI-related bleeding events. Data published in the American Journal of Cardiology shows a 2-fold reduction in major bleeding events and a 3-fold reduction in total bleeding events on daily aspirin use <100mg when compared to use >200mg.
Pozen’s PA-325/40 (325mg aspirin + 40mg omeprazole-IR) is designed to provide the full dose of aspirin therapy for secondary prevention of cardiovascular events, along with gastro-protection, in one pill. This should greatly work to improve effectiveness and compliance. Pozen’s initial market research shows that high receptiveness by both physicians (>60%) and patients (>75%) to PA-325/40 if approved. And, we note that Pozen plans to price PA-325/40 close to the generic components (we assume roughly $1/day), meaning that tier-2 and tier-3 open access if achievable with insurance providers.
Pozen is current enrolling two phase III programs at roughly 500 patients each under a U.S. FDA special protocol assessment (SPA) for PA-325/40. These programs began enrollment in October 2009. Enrollment should continue into the second half of 2011. Management has recently completed enrollment in a 400-patient long-term safety study with PA-325/40 as well. We believe management should be in position to file a new drug application (NDA) on PA-325/40 in 2012, potentially putting U.S. FDA action in 2013.
Besides secondary prevention of cardiovascular events, aspirin is widely used for the treatment of chronic pain in patients with osteoarthritis (OA). Pozen believes that there is a point of differentiation between a safer aspirin concept and commonly used NSAID products in the arthritis space.
All NSAIDs have a black box warning for cardiovascular risk. As such, the FDA requires a bolded risk on the label for contraindication in patients at risk for cardiovascular thrombotic events, myocardial infarction and stroke, or for patients undergoing at coronary artery bypass graft (CABG) surgery. Pozen’s PA-650/20 product could offer significant differentiation for the treatment of OA or chronic pain in a patient population at risk for cardiovascular or gastrointestinal disease.
Accordingly, management is looking to develop an even higher-dose PA product, PA-650/20, for pain. Pozen plans to meet with the U.S. FDA shortly to discuss plans for PA-650/20. However, we suspect that management will begin several non-pivotal programs with PA-650/20 before the end of the year.
These programs would include two trails: 1) a long-term safety trial, similar to the one currently ongoing with PA-325/40, seeking to enroll 300 to 400 patients, and 2) a phase III efficacy program in roughly 250 patients with an OA endpoint (WOMAC pain). Then, once these two programs are underway, management would begin the PA-650/20 registration program, which we expect to mirror the PA-325/40 design -- two phase III programs (300 – 400 patients in each) with a primary endpoint of cumulative incidence in gastric ulcers. A NDA for PA-650/20 is on deck for 2013.
Pozen’s PA franchise represents an attractive opportunity for investors. The company currently owns full rights to the product and is funding development of PA with its current cash balance (>$50 million on hand at the end of the second quarter) and the milestone and royalty payments coming from Treximet and Vimovo. If approved, we believe PA has $500+ million potential.